Investment Themes

Water

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Investment Themes

Global water consumption was multiplied by nine between 1990 and today. And in 10 years time, the United Nations anticipate that only 60% of water needs will be satisfied if no quick policy change happens. This is a major challenge for future generations, but also an opportunity for today's investors.

By 2050, the world's population will have increased by 40%. The growth in demand for drinking water will rise even faster, with a projected 80% increase, due to better access to infrastructure and growing needs. Urbanization will lead to an increase in water demand related to industry and energy. Livestock and agriculture will increase their consumption to meet the demand. Although 70% of our blue planet is covered with water, only a tiny portion is accessible and drinkable. In order to meet the needs of populations, the development of infrastructures and major technological progress will be necessary. This thematic list contains forty players in the water market, drawn from among a hundred or so listed companies linked to the sector. It includes companies that process and sell water as well as equipment, food and irrigation specialists. This list is very cosmopolitan, with many countries represented: United States, China, Hong Kong, United Kingdom, Singapore, Switzerland, Japan, Australia, France, Poland, India, Greece, Indonesia, Finland, United Arab Emirates, Canada, Austria, Bangladesh and Estonia. This sector is going to undergo major changes, take advantage of them and take the plunge.

Our selection

Industrials
Water & Sewage Construction
84Cr -7.28%
Industrials
Purification & Treatment Equipment
407.39Cr +11.04%
Industrials
Industrial Valve Manufacturing
1.16TCr +25.51%
Consumer Cyclical
Other Construction Supplies & Fixtures
754.52Cr +71.92%
Consumer Cyclical
Household Appliances
456.08Cr +11.28%
Industrials
Other Industrial Machinery & Equipment
224.92Cr +3.85%
Consumer Cyclical
Other Construction Supplies & Fixtures
796.48Cr +2.67%
Technology
Other Electronic Equipment & Parts
1.87TCr +3.90%
Industrials
Other Industrial Machinery & Equipment
398.38Cr +6.88%
Utilities
Water Supply & Irrigation Systems
658.78Cr +16.35%
Industrials
Other Industrial Machinery & Equipment
84Cr +3.48%
Industrials
Other Environmental Services & Equipment
574.56Cr +35.08%
- - 4.5TCr -
Industrials
Other Industrial Machinery & Equipment
2.92TCr -9.84%
Industrials
Testing & Measuring Equipment
436.27Cr -14.29%
Industrials
Pump & Pumping Equipment
210.6Cr +66.99%
Technology
Other Electronic Equipment & Parts
381.27Cr -7.40%
Utilities
Other Water Utilities
1.25TCr +9.93%
Industrials
Other Industrial Machinery & Equipment
598.27Cr -2.99%
Utilities
Other Water Utilities
2TCr +9.70%
Utilities
Water Supply & Irrigation Systems
471.07Cr +44.72%
- - 219.41Cr -
Industrials
Heating, Ventilation & Air Conditioning Systems
811.12Cr -12.01%
Consumer Cyclical
Plumbing Fixtures & Fittings
1.13TCr +1.88%
Energy
Oil Related Services
252.81Cr +93.25%
Utilities
Water Supply & Irrigation Systems
2.64TCr +3.53%
Industrials
Pump & Pumping Equipment
1.66TCr +26.41%
Industrials
Other Construction & Engineering
877.68Cr -28.36%
Industrials
Pump & Pumping Equipment
466.83Cr +10.60%
Industrials
Other Industrial Machinery & Equipment
996.74Cr -40.03%
Industrials
Pump & Pumping Equipment
431.73Cr -23.26%
Utilities
Other Water Utilities
211.47Cr -9.92%
Utilities
Water Supply & Irrigation Systems
273.76Cr +33.56%
Utilities
Other Water Utilities
1.13TCr +3.47%
Utilities
Other Water Utilities
1.37TCr +15.16%
Basic Materials
Other Specialty Chemicals
7.68TCr +3.93%
Industrials
Industrial Machinery
91Cr +29.24%
Consumer Cyclical
Other Construction Supplies & Fixtures
1.56TCr +23.94%
Utilities
Other Multiline Utilities
3.14TCr +26.21%
Consumer Cyclical
Plumbing Fixtures & Fittings
2.14TCr -15.36%
Basic Materials
Diversified Chemicals
282.46Cr -12.92%
Utilities
Other Water Utilities
129.05Cr +52.77%
Utilities
Other Natural Gas Utilities
249.82Cr +8.16%
Utilities
Steam & Air-Conditioning Supply
197.3Cr -19.05%
Industrials
Other Environmental Services & Equipment
819.84Cr -5.81%
Utilities
Water Supply & Irrigation Systems
51Cr -1.22%
Consumer Cyclical
Other Construction Supplies & Fixtures
332.03Cr -1.06%
Consumer Cyclical
Plumbing Fixtures & Fittings
194.68Cr -3.11%
Utilities
Other Water Utilities
310.52Cr +19.73%
Consumer Cyclical
Other Appliances, Tools & Housewares
21Cr -7.16%
Utilities
Water Supply & Irrigation Systems
106.98Cr +13.92%
Utilities
Water Supply & Irrigation Systems
306.26Cr -2.85%
Industrials
Other Industrial Machinery & Equipment
531.01Cr -2.52%
Utilities
Other Water Utilities
313.64Cr -6.31%
Industrials
Agricultural Machinery
117.49Cr -1.98%
Utilities
Water Supply & Irrigation Systems
95Cr -11.54%
Industrials
Other Environmental Services & Equipment
183.4Cr -12.50%
Industrials
Waste Management, Disposal & Recycling Services
6.55Cr -22.04%
Utilities
Other Water Utilities
305.1Cr -2.79%
Utilities
Sewage Treatment Facilities
294.59Cr -6.94%
Utilities
Water Supply & Irrigation Systems
47Cr -17.34%
Utilities
Steam & Air-Conditioning Supply
191.01Cr -17.21%
Industrials
Industrial Machinery
44Cr -36.10%
Utilities
Other Water Utilities
172.97Cr -1.51%
Utilities
Sewage Treatment Facilities
115.38Cr -7.91%
Utilities
Water Supply & Irrigation Systems
20Cr -16.33%
Utilities
Water Supply & Irrigation Systems
29Cr -39.39%
Utilities
Other Water Utilities
349.91Cr +23.18%
Financials
Shell Companies
85.96L +305.05%
Consumer Non-Cyclical
Bottled Water & Ice
112.76Cr +122.20%
Utilities
Water Supply & Irrigation Systems
20Cr +23.91%
Utilities
Steam & Air-Conditioning Supply
84Cr +17.28%
Consumer Non-Cyclical
Bottled Water & Ice
70Cr +12.77%
Utilities
Steam & Air-Conditioning Supply
41Cr +5.98%
Consumer Cyclical
Other Textiles & Leather Goods
1.97Cr +5.37%
Utilities
Water Supply & Irrigation Systems
26Cr +1.82%
Consumer Non-Cyclical
Bottled Water & Ice
22L -.--%
Consumer Non-Cyclical
Bottled Water & Ice
28.53L -.--%
Utilities
Other Water Utilities
26Cr -2.64%
Consumer Non-Cyclical
Bottled Water & Ice
40.24L -2.77%
Utilities
Sewage Treatment Facilities
52Cr -5.57%
Utilities
Other Water Utilities
33Cr -7.34%
Utilities
Other Water Utilities
4.35Cr -8.63%
Utilities
Water Supply & Irrigation Systems
75.05L -9.41%
Utilities
Other Water Utilities
2.26Cr -10.00%
Utilities
Sewage Treatment Facilities
106.27Cr -11.18%
Utilities
Sewage Treatment Facilities
57Cr -11.49%
Utilities
Sewage Treatment Facilities
63Cr -15.72%
Utilities
Water Supply & Irrigation Systems
63Cr -16.61%
Utilities
Sewage Treatment Facilities
46Cr -22.99%
Utilities
Sewage Treatment Facilities
1.6Cr -24.16%
Industrials
Other Construction & Engineering
1.66Cr -24.31%
Consumer Non-Cyclical
Bottled Water & Ice
16Cr -28.74%
Utilities
Sewage Treatment Facilities
38Cr -36.55%
Industrials
Other Environmental Services & Equipment
87Cr -52.66%
Basic Materials
Other Commodity Chemicals
126.02Cr -61.67%

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